Allos Investment Advisors provides investment management services, typically using exchange-traded funds and mutual funds, for individuals, trusts, charitable organizations, and businesses. Allos emphasizes a long-term investment approach. Allos also offers financial planning services, including assistance with financial goals, budgeting, retirement income planning, and education planning.
Assets Under Management$74M
Clients382
Advisors9
Avg. per Client$190K
Avg. per Advisor$8.2M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.90% |
| $25K - $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fees may be reduced or waived for directors, officers, and employees of Allos at the sole discretion of the Advisor. Investment Management Fees may be negotiated by Allos at its sole discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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